Wealth Advisor: Private Client Solutions & Growth

JPMorgan Chase & Co.; Wayland (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. invites experienced financial professionals to join Chase Wealth Management as Private Client Advisors.

You will offer comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering tailored investment solutions with the support of Chase referrals. You will help clients monitor markets, educate on digital tools, and provide holistic financial coaching beyond investments, while maintaining the highest standards of

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license required or must be obtained within 60 days of starting.
• A valid and active Series 66 licensing (63/65) required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank how they want.

Skills

Client relationship management

Business development

Financial advisory

Communication skills

Team collaboration

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. invites experienced financial professionals to join Chase Wealth Management as Private Client Advisors.

You will offer comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering tailored investment solutions with the support of Chase referrals. You will help clients monitor markets, educate on digital tools, and provide holistic financial coaching beyond investments, while maintaining the highest standards of